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List of Financial planners in San Luis Obispo

There are 55 Financial planners in San Luis Obispo as of November 14, 2024; which is an 3.51% increase from 2023. Of these locations, 36 Financial planners which is 65.45% of all Financial planners in San Luis Obispo are single-owner operations, while the remaining 19 which is 34.55% are part of larger brands. Average age of Financial planners in San Luis Obispo is 4 years and 6 months.

Financial planners are also establishing a strong digital presence across various platforms: 30 have LinkedIn profiles, 20 have Facebook Pages, 6 are active on Instagram, 25 have X (formerly Twitter) handles, and 17 have YouTube channels. About 55 Financial planners have their own website and the remaining 4 don’t have their own website.

  • 55

    Number of Financial planners

  • 21

    Email addresses

  • 59

    Phone numbers

  • 55

    With Websites

  • 30

    LinkedIn Profiles

  • 20

    Facebook Profiles

  • 6

    Instagram Handles

  • 25

    X Handles

  • 17

    YouTube Channels

Data updated on November 14, 2024
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Download list of Financial planners in San Luis Obispo

You can download Financial planners email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitterYouTube
Bank of America ATMAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone00Link
Aquila Wealth Advisors, LLCAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone95Link
Mustang Private WealthAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone115Link
Deborah Garza - Financial Advisor, Ameriprise Financial Services, LLCAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone00Link
Ryan Curtis, CFP , Financial Advisor, StifelAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone00Link
Obispo Wealth ManagementAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone00Link
Aaron Hendry - Financial Advisor, Ameriprise Financial Services, LLCAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone00Link
Blue Marble Investments LLCAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone23Link
Crew Wealth ManagementAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone65Link
Wacker Wealth PartnersAddressSan Luis ObispoCaliforniaUnited StatesEmailPhone105Link
[
  {
    "name": "Bank of America ATM",
    "address": "11**********",
    "phone": "********8500",
    "email": "ir**********@ml****",
    "lat": 35.2821974,
    "lng": -120.6592194,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,ATMs,Financial planners"
  },
  {
    "name": "Aquila Wealth Advisors, LLC",
    "address": "87**********",
    "phone": "********4552",
    "email": "in**@aq**********",
    "lat": 35.2806081,
    "lng": -120.6625449,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 5,
    "rating_count": 9,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Mustang Private Wealth",
    "address": "42**********",
    "phone": "********3800",
    "email": "te**@mu**********",
    "lat": 35.2757098,
    "lng": -120.6674397,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 5,
    "rating_count": 11,
    "category_name": "Financial planners"
  },
  {
    "name": "Deborah Garza - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "15**********",
    "phone": "********3700",
    "email": "de**********@am******",
    "lat": 35.2855016,
    "lng": -120.6532999,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Ryan Curtis, CFP , Financial Advisor, Stifel",
    "address": "44**********",
    "phone": "********1070",
    "email": "cu*****@st********",
    "lat": 35.2430827,
    "lng": -120.6395389,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Obispo Wealth Management",
    "address": "56**********",
    "phone": "********6500",
    "email": "da**@ob**********",
    "lat": 35.2775286,
    "lng": -120.6671022,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Life insurance agencies,Stock brokers"
  },
  {
    "name": "Aaron Hendry - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "15**********",
    "phone": "********3700",
    "email": "Aa**********@am******",
    "lat": 35.2853955,
    "lng": -120.6532752,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Blue Marble Investments LLC",
    "address": "10**********",
    "phone": "********1820",
    "email": "in**@bl**********",
    "lat": 35.2815121,
    "lng": -120.6593233,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 3,
    "rating_count": 2,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Crew Wealth Management",
    "address": "12**********",
    "phone": "********3885",
    "email": "wi**********@lp*****",
    "lat": 35.2843103,
    "lng": -120.6574073,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 5,
    "rating_count": 6,
    "category_name": "Financial planners"
  },
  {
    "name": "Wacker Wealth Partners",
    "address": "89**********",
    "phone": "********1308",
    "email": "rc*******@ep**********",
    "lat": 35.2433449,
    "lng": -120.6405999,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Luis Obispo",
    "star_count": 5,
    "rating_count": 10,
    "category_name": "Investment services,Financial planners"
  }
]

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How many Financial planners are there in San Luis Obispo?

There are a total of 55 Financial planners in San Luis Obispo as of November 14, 2024.

Number of Financial planners in San Luis Obispo with Phone Number

59

Number of Financial planners in San Luis Obispo with Email

21

List of Financial planners in San Luis Obispo with Social Media Accounts

20

Facebook Profiles

6

Instagram Handles

30

LinkedIn Profiles

25

X Handles

17

YouTube Channels

Download sales qualified leads of Financial planners in the San Luis Obispo

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in San Luis Obispo with/without Website

Download the list of Financial planners in San Luis Obispo as of November 14, 2024 with and without website information.

55

Number of Financial planners in San Luis Obispo with website

4

Number of Financial planners in San Luis Obispo without website

List of Financial planners in San Luis Obispo By Ratings

Download the data of the number of star-rated Financial planners in San Luis Obispo as of November 14, 2024.

1

Number of 1 star-rated Financial planners in San Luis Obispo

0

Number of 2 star-rated Financial planners in San Luis Obispo

2

Number of 3 star-rated Financial planners in San Luis Obispo

0

Number of 4 star-rated Financial planners in San Luis Obispo

21

Number of 5 star-rated Financial planners in San Luis Obispo

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The total number of Financial planners in San Luis Obispo is 55.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in San Luis Obispo at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in San Luis Obispo once you purchase it.

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in San Luis Obispo dataset costs $99.

There are 59 Financial planners in San Luis Obispo with phone numbers.

There are 21 Financial planners in San Luis Obispo with email addresses.

There are 26 Financial planners in San Luis Obispo with both phone numbers and email lists.

There are 30 Financial planners in San Luis Obispo with LinkedIn Profiles.

There are 20 Financial planners in San Luis Obispo with Facebook Profiles.

There are 6 Financial planners in San Luis Obispo with Instagram Handles.

There are 25 Financial planners in San Luis Obispo with X Handles.

There are 17 Financial planners in San Luis Obispo with YouTube Channels.

The total count of Financial planners in San Luis Obispo with a website is 55.

The total count of Financial planners in San Luis Obispo without a website is 4.

There are 21 5-star rated Financial planners in San Luis Obispo.

There are 0 4-star rated Financial planners in San Luis Obispo.

There are 2 3-star rated Financial planners in San Luis Obispo.

There are 0 2-star rated Financial planners in San Luis Obispo.

There are 1 1-star rated Financial planners in San Luis Obispo.

The average age of Financial planners in San Luis Obispo is 4 years and 6 months.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.